4-hour intensive
VIP Strategy Day
4-hour intensive where we map your operations, identify bottlenecks, and build your implementation roadmap. You leave knowing exactly what to fix and in what order.
Best for: Advisors ready to level up but not sure where to start.
$2,500
Applies 100% toward any build engagement within 60 days.
What's included
What We'll Cover
Commission & Revenue Tracking — Is money slipping through?
Tool & System Integration — Does anything connect?
Team & VA Infrastructure — Can your business survive turnover?
AI & Automation Readiness — Are you using AI effectively?
FAQs
Frequently asked questions
Is this virtual or in-person?
Virtual via Zoom. This allows us to share screens, record everything, and work efficiently.
What if I need more than 4 hours?
Most clients find 4 hours is enough for significant clarity. If we need more time, we can schedule a follow-up session.
What if I want you to implement the plan afterward?
Your VIP Day investment applies 100% toward any build engagement within 60 days.
Not Sure Where to Start?
A Workflow Audit ($500) or VIP Strategy Day ($2,500) can help you identify the best place to begin.
Ready to get started?
20 minutes. We'll identify your biggest gap and I'll tell you honestly whether this is the right fit.